Required fields on everything

rsbarry
Participant

We are finding an absolute critical problem regarding required fields at every corner other than on a deal.  Currently, we use the hubspot inbox extension to log emails and to track activity, which is great but the major problem here is that when a user sends an email, it creates the company/contact automatically and completely bypasses any field requirement.  We have bailed on hubspot several times now and came back because of it's ease of use, but as we grow it's absolutely critical to the business to have fields required. Has no one else discovered this and if so, how is this managed? 

 

I will add that Salesforce currently tackles this problem by checking for those required fields if they are associated and if a user tries to update anything associated (Company,Contact,Deal,etc.) then it prompts the user to complete those fields before saving the update and/or change they are attempting at that time.  This forces the user to review and complete those fields. 

 

This is critical at the enterprise level more than anything but also as small businesses try to segment data and get more targeted with account based marketing.  

2 Replies 2
rsbarry
Participant

I will add that Salesforce currently tackles this problem by checking for those required fields if they are associated and if a user tries to update anything associated (Company,Contact,Deal,etc.) then it prompts the user to complete those fields before saving the update and/or change they are attempting at that time.  This forces the user to review and complete those fields. 

 

This is critical at the enterprise level more than anything but also as small businesses try to segment data and get more targeted with account based marketing.  

0 Upvotes
MFrankJohnson
Thought Leader

Until the funtionality you seek becomes available, maybe consider ...


-1- Using a workflow to auto-send internal notifications when required properties are missing. A pain? Yes, but effective and scalable.


-2- Adding your suggestion to the HubSpot Ideas forum to be seen by other HubSpot users and reviewed by the HubSpot Product Team. The HubSpot Ideas forum is also where other HubSpot users may upvote your idea. You may read more about how that review process works here.

 

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

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Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

0 Upvotes